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Schwab US REIT ETF
SCHH

Overview Fund Activity

53 hedge funds and large institutions have $116M invested in Schwab US REIT ETF in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$52.1M
2
3AM
2
3D Asset Management
Connecticut
$11.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.9M
4
AI
4
Atria Investments
North Carolina
$5.29M
5
Charles Schwab
5
Charles Schwab
California
$4.31M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$52.1M 1,624,352 +1,624,352 New
3AM
2
3D Asset Management
Connecticut
$11.3M 350,904 +350,904 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.9M 214,916 +214,916 New
AI
4
Atria Investments
North Carolina
$5.29M 164,829 +164,829 New
Charles Schwab
5
Charles Schwab
California
$4.31M 134,844 +134,844 New
HighTower Advisors
6
HighTower Advisors
Illinois
$3.81M 118,776 +118,776 New
VCM
7
Vigilant Capital Management
Maine
$3.55M 110,540 +110,540 New
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$2.99M 93,176 +93,176 New
NSAM
9
North Star Asset Management
Wisconsin
$2.76M 86,026 +86,026 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.58M 80,319 +80,319 New
PMG
11
ProVise Management Group
Florida
$2.33M 72,591 +72,591 New
CS
12
Credit Suisse
Switzerland
$1.73M 53,850 +53,850 New
SG
13
Swarthmore Group
Pennsylvania
$1.73M 53,875 +53,875 New
GA
14
Gateway Advisory
New Jersey
$1.73M 53,758 +53,758 New
MAS
15
Madden Advisory Services
Florida
$1.6M 49,871 +49,871 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.53M 47,659 +47,659 New
LYV
17
Live Your Vision
Pennsylvania
$1.4M 42,778 +42,778 New
AA
18
Apriem Advisors
California
$1.1M 34,187 +34,187 New
BSB
19
Bangor Savings Bank
Maine
$977K 30,440 +30,440 New
CMP
20
Courage Miller Partners
Virginia
$910K 28,359 +28,359 New
SSWM
21
Sheets Smith Wealth Management
North Carolina
$827K 25,791 +25,791 New
BCMO
22
Buckingham Capital Management (Ohio)
Ohio
$538K 16,775 +16,775 New
BCI
23
Brinker Capital Investments
Pennsylvania
$433K 13,498 +13,498 New
AA
24
Alesco Advisors
New York
$396K 12,359 +12,359 New
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$364K 11,350 +11,350 New
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